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SOCIAL MEDIA PLATFORMS
High Level - Lead Enters Stage
Contact Created/Updated in External CRM

 

 

Have you ever wished for a seamless way to transfer data from your pipelines directly into your CRM?

Well, your wait is over!

 

Here are a few scenarios in which you might find this feature incredibly useful:

  • If a lead joins your Facebook group, a contact can be added or updated in your favorite CRM! 
  • Imagine booking a new call and simply dragging the lead card into the "Call Booked" stage. This action automatically transfers all relevant data, notes, and links from the card into your CRM, merging them with any existing record or creating a new one.
  • Celebrate a new purchase! Upon moving the lead card into the "Purchased" stage, your data can automatically transfer into a tracking system, be it a spreadsheet or any other platform.

It's that simple!

 

This feature can even be utilized for advanced connections to payment processing systems.

 

These are just a few ways you can leverage the power of the WebHook Feature!

 

In this training example, I show you how to add a new FB group member into your High Level (or similar software) account! 

 

However, we're confident that your imagination can find many more innovative ways to exploit this fantastic new addition.

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